David Eberle

Co-Founder @typewise_app

[David Eberle @davidaeberle]

Forrester: 49% of customer service jobs will be taken by AI by 2030.

But the job isn't dying. It's splitting.

Anthropic already handles 96% of queries with AI. The human reps aren't fired. They are promoted to AI managers.

The new frontline is governance.

[David Eberle @davidaeberle]

Apple spent $3.5 trillion becoming the world's most vertically integrated company. Today at WWDC, they are outsourcing Siri's brain to Google Gemini.

When the most stubborn engineering culture on earth decides to buy instead of build, the rest of the market should pay attention.

If Apple can't afford to build a frontier AI model from scratch, why does your enterprise IT team think they can?

[David Eberle @davidaeberle]

Anthropic is preparing for a $1T IPO while calling for a global pause on AI development. Jack Clark warns Claude is 80% self-written. This is not safety leadership - it is competitive moat-building. We need guardrails, not pauses.

[David Eberle @davidaeberle]

Goldman Sachs: Big Tech spending $600B on AI this year. 100% of their cash flow.

MIT: 95% of enterprise AI pilots show $0 measurable ROI.

The gap is $550B. Not a tech problem. A data problem.

[David Eberle @davidaeberle]

Microsoft just launched Scout: an AI agent that works 24/7 for Microsoft 365.

Customer service teams have run always-on AI agents for 2 years already.

Microsoft is celebrating what the frontline already solved.

[David Eberle @davidaeberle]

SoftBank is betting $87 billion that everyone is wrong about Europe.

Masayoshi Son just pledged €75B ($87B) to build 5GW of AI data center capacity in France.

While Silicon Valley complains about EU regulation, the smart money is locking in European nuclear power.

[David Eberle @davidaeberle]

Nvidia is reportedly launching its first PC chip: the N1X, with Microsoft Surface and Dell.

The $5T GPU giant is no longer just selling picks for the cloud. They are entering the PC market to compete with Intel & AMD.

Are you building on open tech, or already locked in?

[David Eberle @davidaeberle]

The San Francisco Fed just confirmed: AI is not making companies more productive. Yet.

Harvard found AI workers save time but burn out more. The Atlanta Fed found executives FEEL productive but revenue hasn't moved.

It's the 1990s internet paradox all over again.

Are you measuring AI by speed, or by actual output?

[David Eberle @davidaeberle]

Anthropic raised $65B at a $965B valuation, surpassing OpenAI.

But they’re trading at a 20x revenue multiple.

The market isn’t pricing Anthropic on sales. They’re pricing them on desperation. Anthropic is an insurance policy against an OpenAI monopoly.

Are you building around the highest valuation, or the most reliable infrastructure?

[David Eberle @davidaeberle]

Wix is laying off 1,000 employees (20%) and blaming the "fast evolution of AI."

Either generative AI is already advanced enough to run a tech company without humans, or another executive is using a $3.6T hype cycle to shield standard cost-cutting.

AI is for augmentation, not replacement.

[David Eberle @davidaeberle]

Microsoft just pulled Claude Code for 100,000 engineers because it got too expensive.

The irony: they invested $5B in Anthropic, but token-based billing spiraled out of control.

When the biggest AI investor admits the tools cost more than the engineers, the hype meets unit economics.

[David Eberle @davidaeberle]

Salesforce reports earnings today. Agentforce ARR up 169% to $800M. Stock still down 51% from peak.

Either AI agents expand SaaS as a digital workforce paid per resolution, or seat-based cannibalization crushes the core business.

The market is voting for option 2.

[David Eberle @davidaeberle]

Nvidia's Jensen Huang just called out tech CEOs for being "lazy" when they blame AI for layoffs.

"AI has just arrived. How is it possible they're already losing jobs?"

Either AI is already replacing labor, or executives are using a $3.6T hype cycle to hide standard cost-cutting.

[David Eberle @davidaeberle]

Meta just fired 8,000 people and reassigned 7,000 to train AI.

The irony: your former colleagues are training your replacement.

But replacement is a trap. The companies winning the next decade won't have the smallest payrolls. They'll have the best-armed humans.

[David Eberle @davidaeberle]

OpenAI is preparing for a $1 trillion IPO while projecting a $14 billion loss this year.

They aren't building a software company. They are building an infrastructure monopoly.

The era of the unprofitable software startup is dead. The era of the AI monopoly is here.

[David Eberle @davidaeberle]

Salesforce just surveyed 3,075 enterprise leaders. 66% are now using AI customer service agents.

But only 44% of consumers actually trust them.

Deflection is not resolution. Are you deploying AI agents to help your customers, or just to avoid talking to them?

[David Eberle @davidaeberle]

Google just killed the search box. 2.5 billion users are about to search differently.

At I/O, they replaced the ten blue links with generative UI and autonomous agents. The SEO era is over. The internet is moving from information retrieval to action execution.

[David Eberle @davidaeberle]

OpenAI just lost enterprise market share for the first time.

ETR data shows OpenAI dropped from 62% to 56% adoption, while Anthropic's Claude more than doubled from 21% to 48%.

The battle isn't over chatbots anymore. It's over coding assistants.

And developers are choosing Claude.

[David Eberle @davidaeberle]

Microsoft spent $37.5 billion on AI last quarter. But 96.7% of their users are rejecting it.

A former VP just leaked that Copilot has a dismal 3.3% adoption rate.

The lesson: You cannot force product-market fit through distribution. Build what customers actually want.

[David Eberle @davidaeberle]

Figma was supposed to be the ultimate SaaS success story. Now they are facing an existential crisis.

When AI can generate an entire UI from a text prompt, the value of a collaborative design canvas drops to zero.

Are you building software to help people work, or software that does the work?